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DIVIDEND ASSETS CAPITAL, LLC
CRD 129973 · SEC 801-62643
58 RIVERWALK BLVD., RIDGELAND, SC, 29936-8126, United States
Phone
843.645.9700
Fax
843.645.9701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$540.8M
Discretionary AUM
$540.8M
Team
7 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 333 | $193.7M |
| High net worth individuals | 49 | $274.1M |
| Investment companies | 1 | $11.9M |
| Pension/profit sharing plans | 2 | $1.4M |
| Charitable organizations | 3 | $14.1M |
| Corporations/business entities | 13 | $45.6M |
States served
AZ, AR, CA, CO, DC, GA, ME, MD, MA, MI, MT, NJ, NY, NC, OH, PA, RI, SC, TN, UT, VA, WV, WY, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD